Serving Individuals, Families, and Businesses, alike

Your Role

Creating a sound financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.

It’s important for us to:

Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.

Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

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David A. Williamson is licensed to sell insurance through various independent insurance companies in California (CA Ins. Lic. 0G56679) and Idaho.

David A. Williamson is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Cambridge and Foothills Regional Insurance & Financial Solutions are not affiliated.